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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,212 | $107,809+92.2% | $90,657+128.6% | $135,379+53.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 4.04% | -0.90%+4.9pp | 1.89%+2.2pp | 519.79%-515.8pp |
| Employer contribution / active EE | $833 | $3,018-72.4% | $2,532-67.1% | $4,779-82.6% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,520 | $5,931+26.8% | $4,994+50.6% | $10,828-30.6% |